Move Your Firm
Forward with Partnership
Own your business and act as a CEO, not the entire C-suite
Without Carson
You carry the workload of an entire C-suite of executives, requiring you to be an expert in everything with a focus on nothing.
With Carson
Spend your valuable time focusing on your business and the client relationships you cherish. We’ll keep the rest ticking.
Meet Your C-Suite Solution
Technology
Deliver user-friendly, cutting-edge technology to your business and your clients. The cost of the tech stack is on us.
Investments
Gain a wide range of investment strategies that fit your clients needs and are built with a planning-first focus.
M&A and Succession Planning
Prepare for your future and grow your book of business with a dedicated mergers and acquisitions team.
Compliance
Protect your firm without the bureaucracy or endless red tape with a specialized compliance team.
Marketing
Grow your business with marketing that moves the needle, including your website, digital strategies, content and more.
Become a Carson Partner
01.
Moving your firm forward starts with getting to know each other.
02.
Learn how we complement your firm and how we work well together.
03.
In just 10 weeks, your firm can be fully onboarded and ready for partnership.
Our Partners
Two Paths to Growth
01.
Organic
Build a brand that truly communicates who you are consistently, with the support of the industry’s leading marketing team to help you advertise, host events, gather leads and gain influence.
02.
Inorganic
Extensively grow your business by finding and acquiring the right partners or opportunities for your firm, all with the help of our extensive M&A team and advisor network.
HOW MUCH IS YOUR BUSINESS WORTH?
No matter what your growth strategy is, knowing your firm’s value is a great first step.
Solutions for Every Advisor
Whether you want to grow your firm while maintaining independence, leverage an investor for better balance, or plan a thoughtful and comprehensive exit strategy on your timeline, we have a solution to fit your needs.
Affiliate with Carson as an independent advisor for industry-leading resources and networking opportunities.
Become a Carson Wealth firm to monetize partial equity value and enjoy flexible succession solutions.
Join a Carson Partner firm for more robust and scalable support.
Carson’s three tiered solutions were designed to help advisors move the needle and plan for a bright future – whatever you want that future to look like.
Explore Partnership
It starts with a conversation. Our Partnership Development team will learn more about your firm, discuss where Carson fits into that picture, then deliver you any information you need to make a decision. Get the conversation started today.